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Get Started FreeTriggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
Triggers when a new data source occurred.
Triggers when a new project occurred.
Triggers when a new view created.
Triggers when a new workbook created.
Triggers when an existing data source is updated
Triggers when an existing view is updated in a workbook.
Triggers when an existing workbook is updated.
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
Creates a new data source in tableau.
Creates a new workbook in tableau.
Updates an existing data source in tableau.
Update an existing workbook in tableau.
Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
Triggers when a new data source occurred.
Triggers when a new project occurred.
Triggers when a new view created.
Triggers when a new workbook created.
Triggers when an existing data source is updated
Triggers when an existing view is updated in a workbook.
Triggers when an existing workbook is updated.
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
Creates a new data source in tableau.
Creates a new workbook in tableau.
Updates an existing data source in tableau.
Update an existing workbook in tableau.
Choose Daylite as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Tableau as the action app from the list.
Connect your Tableau account & authenticate it.
Select the data you want to send from Daylite to Tableau & your AI Agent is ready!
New Person
Update Data Source
New Appointment
Update Data Source
New Opportunity
Update Data Source
New Company
Update Data Source
New Project
Update Data Source
Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.
Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.
The integration between Daylite and Tableau is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Daylite with Tableau, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Daylite-Tableau integration:
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